Learn more about Financial Teams for Small Business We’ve been talking about building your financial team over the past few months. We've talked about everything from why you need one to who’s on first. We are excited to announce that our fearless leader, Stephanie Robl, published an article on financial teams in the Rhode Island Small Business Journal!Check it out here, and please feel free … [Read more...]
Big Goals, Big Plans: How to Set up for SMART Success
Last month, we defined SMART goals and suggested 4 SMART goals for your business. We love to help people who think BIG! But as a bookkeeping and accounting firm, we also pay attention to the details. Remember, anything you do in your business will have an effect on how you do business. So you need to lay the groundwork for success.We've provided a few ways we to help prepare you. That way, … [Read more...]
Your Financial Team: Management Meeting
We know many of you have been building your financial teams with the help of our recent blog posts. You’ve gotten started, recruited key members. Well, now it’s time to put those players on the field and see what happens! You can do this by scheduling a Financial Team Management Meeting, so your financial team members can all be in the same room together.For example, our recent management … [Read more...]
4 Retirement Options for The Small Business Owner
As a small business owner, you’re always preparing for the future of your business: you’ve probably got a 1-year plan, a 5-year plan, and more! With all these company plans--as well as the day-to-day craziness that comes with running a small business--it’s easy to lose track of your personal financial planning. However, it's always a good idea to start retirement planning. Don't wait to save for … [Read more...]
Your Financial Team: A Financial Advisor’s Role
Our clients gave great feedback about our articles on why you need a financial team. Still haven’t gotten yours together? Read about how to get started.Last month, we talked about your insurance provider’s role on your financial team, and went over some commonly-asked questions. This month, we spoke to our wonderful local financial advisor, Candace Sallale of Sallale Financial Strategies, LLC … [Read more...]